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Penmore\u2019s personal and corporate insurance planning advisors focus on the details and help you see the big picture.<\/p>\n
\u201cWe\u2019ve put together a great team that truly embodies Penmore\u2019s guiding principles. They are experts in their respective fields and through a personalized approach get the maximum value for our clients.\u201d<\/p>\n
John G. Davidson
Founding Partner<\/p>\n
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\n\t\t\t<\/div><\/div>\n\t\t\t\"<\/span>John is a passionate and socially minded entrepreneur who has been a driving force in building Penmore into the leading integrated wealth management firm it is today. \"<\/span><\/p>\n\t\t\t John Davidson,<\/span>\n\t\t\tFounding Partner<\/span>\n\t\t\t<\/p>\n\t\t\t<\/div>\n\t\t\t Founding Partner, Financial Advisor & Insurance Advisor <\/p>\n\t\t\t John is a passionate and socially minded entrepreneur who has been a driving force in building Penmore into the leading integrated wealth management firm it is today.<\/p>\n As a founding Partner of the Penmore Group of Companies, John\u2019s dedication to solving client problems for business owners and high net worth individuals has resulted in lasting business and personal relationships developed over the past 30 years. He is extremely proud of the focus he and the company places on the hands-on approach to client service and business strategy development. John uses this personal approach and business acumen to mentor the firm\u2019s next generation of leaders.<\/p>\n On the home front, John is a dedicated fundraiser for the Richmond Hill Hospital, an avid cottager, and a sports fanatic who believes his beloved Leafs will win a Stanley Cup in his lifetime. John holds an Honours BA in Commerce and Economics from the University of Toronto, along with the Chartered Life Underwriter designation.<\/p>\n<\/p>\n\t\t\t \n\t\t\t\"<\/span>Joe Moretto, Hons. BA, is a dedicated, compassionate, principled, and balanced individual who goes beyond the call of duty. A sports fanatic, he brings energy, kindness and a positive, infectious attitude to every interaction. A dedicated family man, Joe is often the driving force who brings and keeps people together at home and at the office. \"<\/span><\/p>\n\t\t\t Joe Moretto,<\/span>\n\t\t\t Founding Partner<\/span>\n\t\t\t<\/p>\n\t\t\t<\/div>\n\t\t\t Founding Partner, Financial Advisor & Insurance Advisor <\/p>\n\t\t\t Joe Moretto, Hons. BA, is a dedicated, compassionate, principled, and balanced individual who goes beyond the call of duty. A sports fanatic, he brings energy, kindness and a positive, infectious attitude to every interaction. A dedicated family man, Joe is often the driving force who brings and keeps people together at home and at the office.<\/p>\n Joe is a founding Partner of the Penmore Group of Companies and is responsible for business development in all of the organization\u2019s areas of practice. He is also committed to cultivating a family-oriented corporate culture at Penmore. With a specialty in insurance and estate planning, he has\u00a0a Specialized Hons. BA in Economics from York University and extensive experience in all facets of wealth management. He started in the industry at London Life in 1982 and attained his Chartered Life Underwriter designation. He and his partner, John established Penmore in 1996. Active in the community, Joe is a current member of the Toronto chapter of Innovators Alliance, a network of high performance CEOs who foster profitable growth through innovation.<\/p>\n<\/p>\n\t\t\t \n\t\t\t\"<\/span>Fran is a married mother to two daughters, both of whom have left the nest. With more time to herself now, she likes to read, do puzzles and is a whiz at trivia. \"<\/span><\/p>\n\t\t\t Fran Franklin,<\/span>\n\t\t\t Executive Assistant <\/span>\n\t\t\t<\/p>\n\t\t\t<\/div>\n\t\t\t Executive Assistant <\/p>\n\t\t\t Fran is a married mother to two daughters, both of whom have left the nest. With more time to herself now, she likes to read, do puzzles and is a whiz at trivia.<\/p>\n Fran has been Executive Assistant to Joe Moretto, founding Partner of Penmore for over a decade. She brings over 30 years of industry experience to her role, having started her career at Prudential Insurance Company of America in 1984. She is also a member of LOMA.<\/p>\n<\/p>\n\t\t\t \n\t\t\t\"<\/span>Kyle is from Kingston, Ontario and loves to unwind in his hometown and the Thousand Islands with his many family and friends. He is a big fan of golf but never finds enough time to perfect his swing. His other interests include politics, history and Canadian Aboriginal Affairs. Kyle is also a volunteer at the Downs Syndrome Association of Toronto (DSAT) and is dedicated to helping the kids. If you ask Kyle, he\u2019ll tell you that he gets more out of his time at DSAT than the kids do. \"<\/span><\/p>\n\t\t\t Kyle Grooms,<\/span>\n\t\t\t Insurance & Investment Advisor <\/span>\n\t\t\t<\/p>\n\t\t\t<\/div>\n\t\t\t Insurance & Investment Advisor <\/p>\n\t\t\t Kyle is from Kingston, Ontario and loves to unwind in his hometown and the Thousand Islands with his many family and friends. He is a big fan of golf but never finds enough time to perfect his swing. His other interests include politics, history and Canadian Aboriginal Affairs. Kyle is also a volunteer at the Downs Syndrome Association of Toronto (DSAT) and is dedicated to helping the kids. If you ask Kyle, he\u2019ll tell you that he gets more out of his time at DSAT than the kids do.<\/p>\n Kyle began his career as a Financial Advisor in 2012 and his focus is on estate planning and wealth management. He provides astute financial advice to the next generation of Canadian Doctors and Specialists. Kyle understands his clients spend their whole careers caring for other people; as such, he is honoured to be trusted with caring for their financial wellbeing. He graduated from Queen\u2019s University with a BAH in politics and history; often a topic of conversation with his clients. He is an advocate of lifelong learning and is always looking for opportunities to sharpen his skills in finance.<\/p>\n<\/p>\n\t\t\t \n\t\t\t\"<\/span>Daniel likes to keep active, both physically and mentally. When he isn\u2019t involved in personal or professional development, you can find him having a laugh with many different people from all walks of life. Daniel is a huge sports fan and holistic health practitioner. \"<\/span><\/p>\n\t\t\t Daniel Moretto,<\/span>\n\t\t\t Insurance & Investment Advisor <\/span>\n\t\t\t<\/p>\n\t\t\t<\/div>\n\t\t\t Insurance & Investment Advisor <\/p>\n\t\t\t Daniel likes to keep active, both physically and mentally. When he isn\u2019t involved in personal or professional development, you can find him having a laugh with many different people from all walks of life. Daniel is a huge sports fan and holistic health practitioner. He enjoys spending time with family and friends and hosting memorable events. As a critical thinker, he believes in life-long learning. Daniel is continually educating himself about the insurance\/investment industry and understanding relevant trends in consumer behaviour. He loves to use his knowledge to educate those around him and inspire people to take action.<\/p>\n Daniel has a specific focus on private insurance and investments at Penmore. Inspired by his mission statement, Daniel brings passion and energy to empower his clients to build wealth, mitigate risk and create certainty. He started his career in 2013 at London Life\/Great-West Life and was most recently a Financial Security Advisor. He is a University of Guelph Hons. BA graduate and looks forward to working on his Certified Financial Planner designation. Integrity, competence, and dedication are the cornerstones of how Daniel runs his practice. Without the first, you can forget the rest!<\/p>\n<\/p>\n\t\t\t \n\t\t\t\"<\/span>Darin Speight is a Wealth Advisor at Penmore Financial Group. Starting back in 1991, Darin has accumulated nearly three decades of experience within the field, with an emphasis on building strong and transparent relationships with his clients since day one. After spending years honing his knowledge and skill set with London Life Insurance, Darin made the leap into founding his own consulting firm in 2004 \"<\/span><\/p>\n\t\t\t Darin Speight,<\/span>\n\t\t\tWealth Advisor <\/span>\n\t\t\t<\/p>\n\t\t\t<\/div>\n\t\t\t Wealth Advisor <\/p>\n\t\t\t Darin Speight is a Wealth Advisor at Penmore Financial Group. Starting back in 1991, Darin has accumulated nearly three decades of experience within the field, with an emphasis on building strong and transparent relationships with his clients since day one. After spending years honing his knowledge and skillset with London Life Insurance, Darin made the leap into founding his own consulting firm in 2004. Axiom Wealth Management (formerly Speight and Associates) was developed with Darin at the helm, based around the strong principles of client relations and financial savvy learned from years in the industry. Aside from purely the business aspect, Darin\u2019s disarming approach and heartfelt commitment to each client helped him build his company from the ground up. After 16 strong, successful years, Axiom had decided to join forces with Penmore Financial Group, combining the strengths each company had to offer. With a larger network of advisors to help serve the client base, Darin can finally focus his expertise directly on forging relationships without being the \u201cjack of all trades\u201d which many of his colleagues have known him to be<\/p>\n<\/p>\n\t\t\t \n\t\t\t\"<\/span>In an alternate universe, Daniel is a stand-up comedian and world traveller. In reality, he is known for his love of sports, his humble nature and the creativity he brings to every situation. \"<\/span><\/p>\n\t\t\t Daniel Swift,<\/span>\n\t\t\t Insurance & Investment Advisor <\/span>\n\t\t\t<\/p>\n\t\t\t<\/div>\n\t\t\t Insurance & Investment Advisor <\/p>\n\t\t\t In an alternate universe, Daniel is a stand-up comedian and world traveller. In reality, he is known for his love of sports, his humble nature and the creativity he brings to every situation.<\/p>\n At Penmore, Daniel is a Financial Advisor who works with individual and corporate clients on their insurance and planning needs and connects business owners with Penmore benefits to arrange domestic, international and retirement plans. Daniel also provides astute financial advice to the next generation of Canadian Doctors and Specialists. He understands his clients spend their whole careers caring for other people; as such, Daniel is honoured to be trusted with caring for their financial wellbeing.<\/p>\n Daniel was on the Dean\u2019s List at Dalhousie University and graduated with a Business Management degree. With a focus in Economics and Finance, he joined Freedom 55 Financial (London Life) in 2011 and spent over three years there before joining Penmore. Daniel is a holder of an IIROC license and Life and Accident & Sickness license.<\/p>\n<\/p>\n\t\t\t \n\t\t\t\"<\/span>Kristen joined the Penmore team in 2020, where she began by welcoming and assisting clients with their needs. She now works on the Life Insurance side, collaborating closely with her team of advisors and supporting the day to day Operations.\u00a0\r\n\r\nOutside of work, Kristen enjoys traveling, being adventurous and always cheering on her favourite sports teams! She loves spending time with family and friends, and you can always count on her for a positive attitude and helping hand. \"<\/span><\/p>\n\t\t\t Kristen Davidson,<\/span>\n\t\t\t<\/span>\n\t\t\t<\/p>\n\t\t\t<\/div>\n\t\t\t Executive Advisor Support & Operations Associate<\/p>\n\t\t\t Kristen joined the Penmore team in 2020, where she began by welcoming and assisting clients with their needs. She now works on the Life Insurance side, collaborating closely with her team of advisors and supporting the day to day Operations.<\/p>\n Outside of work, Kristen enjoys traveling, being adventurous and always cheering on her favourite sports teams! She loves spending time with family and friends, and you can always count on her for a positive attitude and helping hand.<\/p>\n<\/p>\n\t\t\t \n\t\t\t\"<\/span>Mary is a busy mother who is always on the go. Her greatest love is for her family and she is dedicated to her active life at home. When she does have time for herself, you will find her lounging on a beach enjoying the sand and the waves. \"<\/span><\/p>\n\t\t\t Mary Santoro,<\/span>\n\t\t\t<\/span>\n\t\t\t<\/p>\n\t\t\t<\/div>\n\t\t\t Bookkeeping\/Office Manager<\/p>\n\t\t\t Mary is a busy mother who is always on the go. Her greatest love is for her family and she is dedicated to her active life at home. When she does have time for herself, you will find her lounging on a beach enjoying the sand and the waves.<\/p>\n At Penmore, Mary is the Bookkeeper and Office Manager who is responsible for ensuring the company is efficiently run. She started her career working in a stockbroker\u2019s office and later ran operations for a different stockbroker\u2019s firm. After taking time off to be a dedicated stay-at-home mom, she joined Penmore in 2006.<\/p>\n<\/p>\n\t\t\t![](\"https:\/\/penmore.com\/insurance\/wp-content\/uploads\/sites\/4\/2021\/07\/John-G.-Davidson.jpg\")
\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\tJohn Davidson<\/h2>\n\t\t\t
![](\"https:\/\/penmore.com\/insurance\/wp-content\/uploads\/sites\/4\/2021\/07\/Joe-Moretto.jpg\")
\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\tJoe Moretto<\/h2>\n\t\t\t
![](\"https:\/\/penmore.com\/insurance\/wp-content\/uploads\/sites\/4\/2021\/07\/Fran-Franklin-1.jpg\")
\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\tFran Franklin<\/h2>\n\t\t\t
![](\"https:\/\/penmore.com\/insurance\/wp-content\/uploads\/sites\/4\/2021\/07\/Kyle-Grooms-1.jpg\")
\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\tKyle Grooms<\/h2>\n\t\t\t
![](\"https:\/\/penmore.com\/insurance\/wp-content\/uploads\/sites\/4\/2021\/07\/Daniel-Large-Image.png\")
\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\tDaniel Moretto<\/h2>\n\t\t\t
![](\"https:\/\/penmore.com\/insurance\/wp-content\/uploads\/sites\/4\/2021\/07\/darin_big.jpg\")
\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\tDarin Speight<\/h2>\n\t\t\t
![](\"https:\/\/penmore.com\/insurance\/wp-content\/uploads\/sites\/4\/2021\/07\/3_4-1-1.jpg\")
\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\tDaniel Swift<\/h2>\n\t\t\t
![](\"https:\/\/penmore.com\/insurance\/wp-content\/uploads\/sites\/4\/2021\/09\/Kristen_big.jpg\")
\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\tKristen Davidson<\/h2>\n\t\t\t
![](\"https:\/\/penmore.com\/insurance\/wp-content\/uploads\/sites\/4\/2021\/09\/mary_big.jpg\")
\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\tMary Santoro<\/h2>\n\t\t\t
![](\"https:\/\/penmore.com\/insurance\/wp-content\/uploads\/sites\/4\/2023\/11\/Maria.png\")
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